Connect Qminder and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
Register Visitor
Choose an Action
Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use Qminder and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Register Visitor
Create a new visitor record in Qminder and add them to the queue.
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and link it to a CRM record (contact, deal, or company).
Do thisActions
Action is the task that follows automatically within your Qminder integrations.
Create Contact
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update Contact
Update an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Get Contact
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create Deal
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
Get Deal
Retrieve a Ploomes deal by Deal Id and return its details plus related records (contact, person, stage, tasks, documents).
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Frequently Asked Questions
To start, connect both your Qminder and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Qminder data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Qminder and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Qminder and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
Learn MoreAbout Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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